Adaco: Administrator Training Tasks

After any new full edition Purchasing & Inventory ‘Administrator & Configuration Review’ sessions, the following ‘homework’ would need to be completed before end user training sessions. These items are as follows:

Required

• Inventory Guides
  • Build all necessary ‘Locations’ as needed
  • Update to maintain all department guides by placing all necessary Products for each Outlet on the guides

• Templates
  • Build all necessary Outlet and Purchase Requisition templates
  • HOD can then add to these and create their own post end user training

• LMS Training
  • All users registered for Fourth Academy LMS will need to have all applicable sessions completed in the User Center
    • Set up all users with correct Outlet access, and the user group assignment

• Products & Vendors
  • Ensure Product and Vendor data is accurate, and that Products are linked to the appropriate Vendors

Nice to Have

• Quotations
  • When possible, please load initial Product quotations into the system
  • For more information on this process, see the following article - Purchasing & Inventory - Importing Quotations 
    
    
• Recipes
  • After end-user training, all Recipes are to be created in the system
  • For more information on this process, see the following article - Purchasing & Inventory - Creating a Recipe

 
Fourth Help Center Documentation Links
Property > Administration

• Purchasing & Inventory - Administration: Property Preferences (General, Languages, Customisation)
• Purchasing & Inventory - Administration: Property Preferences (Requisition)
• Purchasing & Inventory - Administration: Property Preferences (Purchasing)
• Purchasing & Inventory - Administration: Property Preferences (Inventory)
• Purchasing & Inventory - Administration: Property Preferences (Receiving)
• Purchasing & Inventory - Administration: Property Preferences (Recipe)
• Purchasing & Inventory - Administration: Property Preferences (Communication, Security & Data Synchronization)

Property > Setup

• Purchasing & Inventory - Property Setup
• Purchasing & Inventory - Creating a Rate/Rate Schedule
• Purchasing & Inventory - Creating an Approval Route
• Purchasing & Inventory - Recipe Approval Routing
• Purchasing & Inventory - Creating a New User Group
  
  

Property > Products

• Purchasing & Inventory - Creating a Product
• Purchasing & Inventory - Product Approval Process
  
  

Property > Vendors

• Purchasing & Inventory - Creating a Vendor
• Purchasing & Inventory - Approving Vendors
  
  

Property > User Center

• Purchasing and Inventory - User Setup in the User Center